Private Wealth Advisor I/II/III

The purpose of this job is to service existing clients and develop new clients as well as develop and cultivate relationships with internal bank partners, external advisors, and centers of influence. All tasks are to be performed within the limits and expectations of the current policies and procedures, in collaboration with the Firm Operations unit, and the expectations and instructions of the managing supervisor.

This position may be filled as a Level I, II or III.  Additional responsibilities and qualifications apply.

• Servicing existing clients, including in-person meetings, telephone calls, emails and exchange of written documents.
• Collaboration with Private Wealth Executives to service relationships.
• Developing new business through revenue generation;
• Collaboration with the Tailored Wealth marketing associate to coordinate and develop various marketing events, communications and other projects;
• Presenting on behalf of Tailored Wealth to various groups both internally and externally;
• Supporting the organizational unit and Tailored Wealth division as requested for projects, or special operational events;
• Understanding the various requirements for governing instruments and other account opening policies, procedures, regulations and laws;
• Perform additional duties as assigned.

• At least one of the following:
  
  • Graduate of Trust School plus 3 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
  • Bachelor’s Degree in a business-related field plus 5 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
  • Graduate Degree in a field related to the function of the organizational unit plus 3 years of experience in the administration of the type of accounts and clients related to the organizational unit or in a field related to the graduate degree
• Able to demonstrate at least a moderate level of knowledge of the types, complexity, respective governance, transactions and industry practices of the clients and accounts administered by the organizational unit.
• Excellent client communication and interpersonal skills (oral and written)
• Certified Trust and Financial Advisor (“CTFA”) or other Certification within the field of the organizational unit preferred.
• Juris Doctor preferred.
• CPA preferred.
• CFP “Certified Financial Planner” preferred.
• CWS “Certified Wealth Strategist” preferred.

Level II Additional Qualifications:

• At least one of the following:
  
  • Graduate of Trust School plus 6 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
  • Bachelor’s Degree in a business-related field plus 10 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
  • Graduate Degree in a field related to the function of the organizational unit plus 7 years of experience in the administration of the type of accounts and clients related to the organizational unit or in a field related to the graduate degree.
  • Seven or more years of experience in the private practice of law or professional accounting; or
  • Three years of financial planning and/or proven sales experience in a Wealth Management firm.
• Able to demonstrate at least advanced level of knowledge of the types, complexity, respective governance, transactions and industry practices of the clients and accounts administered by the organizational unit.

Level III Additional Qualifications:

• At least one of the following:
  
  • Graduate of Trust School plus 8 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
  • Bachelor’s Degree in a business-related field plus 12 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
  • Graduate Degree in a field related to the function of the organizational unit plus 10 years of experience in the administration of the type of accounts and clients related to the organizational unit or in a field related to the graduate degree.
  • Seven or more years of experience in the private practice of law or professional accounting; or
  • Three years of financial planning and/or proven sales experience in a Wealth Management firm.
• The associate must be able to demonstrate at least an advanced level of knowledge of the types, complexity, respective governance, transactions and industry practices of the clients and accounts administered by the organizational unit.

Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Must be able to travel for lengthy periods of time via car or airplane.

Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.